Blue Financial, Inc. is an independent advisory firm serving clients throughout North Carolina and the Southeast. We have developed our business by pursuing, nurturing, and maintaining close, trusting relationships with each of our clients.
Alex is a wealth advisor and partner at Blue Financial. He obtained his degree from UNC Charlotte where he was the Conference USA Scholar Athlete of the year. Austin and Alex met as tennis opponents but found victory as doubles partners. Success didn’t stop on the court. They founded Blue Financial on the pillars of trust and creating close-knit relationships. As a local Charlottean, he loves giving back to his community. When he is not at the office, you can find him spending time with his family, hiking, or playing golf.
Alex is insurance licensed, recognized as a National Social Security Advisor NSSA® and holds his Series 65 securities license. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 704-302-1141.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
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Lessons on Retiring Strong”
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Advisory services offered through J.W. Cole Advisors, Inc.
J.W. Cole Advisors, Inc. and Blue Financial are unaffiliated entities.
Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.
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